How to Build a Policy & Procedures Manual with Microsoft 365 | SharePoint Tutorial

[@Microsoft365inPractice]

Learn how to create a flexible and searchable policy manual using SharePoint. Got questions? Drop them in the comments!

[@Microsoft365inPractice]

Thank you Connie, your positive, supportive comments are appreciated!

[@conniegethelp379]

Fantastic!! The way you explain details of both the functionality as well as how to create the pages and structure is very succinct. Thank you. This is my new go-to for building my policy and procedures manuals. Your presentation method is straight-forward and easy going without a lot of 'fluff' which I appreciate. If I want a comedy show I'll go to a comedy channel lol. This is my first visit to your channel and I plan to watch many more of your videos now. Keep up the great work and thanks again!

[@Microsoft365inPractice]

Awwww, I'm blushing! thanks for the props, and let me know how it goes.

[@KevinLanglands]

This was a terrific video! It pulled what I've been poorly imagining into clear thinking and easy step-by-step instructions! Thank you!

[@Microsoft365inPractice]

You're very welcome!

[@marcusnascimento2235]

Thank you! I enjoyed so much!

[@Microsoft365inPractice]

I am happy you enjoyed it!

[@IKKURI2010]

Thank you so much for a fantastic work through! A request came in from warehouse to print these pages (pretty like a PDF file). How can this be obtained from .aspx pages? Looking for your expertise on this request.

[@Microsoft365inPractice]

Thank you for asking! Feel free to write me at [e-mail]

[@pingwang5422]

❤❤❤amazing and exactly what I want

[@Microsoft365inPractice]

Great! Let us know if you need something specific!

[@ryanramnarine1644]

Just a quick note: when using the Group by feature in SharePoint views, it disrupts the intended numerical order. I'm unable to get items to display in a 0-10 sequence; instead, they’re automatically sorted alphabetically.

[@Microsoft365inPractice]

Feel free to write us on [e-mail]

[@DailyNTK365]

I noticed that too...couldn't find any settings to make it work so the only workaround was to add numbers in front of the section names. It will appear as "Section : 1.0 Introduction" and "Section : 2.0 Getting Started" etc...another problem I found is the index links open a new browser tab each time one is clicked which ends up opening a lot of extra browser tabs. Not sure if there is a workaround for that other than using javascript or perhaps site navigation?

[@Microsoft365inPractice]

@ryanramnarine you can add a numeric field, called say "Sort Order", and use that to sort all views.

[@Microsoft365inPractice]

​@@DailyNTK365JSON view formatting would likely allow a way to avoid the open in new window.

[@xellerx1]

I enjoyed the video so much I bought your Toolkit. However, I havent been able to access your site to download templates.

[@jeconlee]

did you ever get in? I am having the same issue.

[@Microsoft365inPractice]

please email me and I'll make sure you can get the toolkit and all the templates: [e-mail]

[@Microsoft365inPractice]

@xellerx1 Did you get them?